Jay Hanson
Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors
- Role
- Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Jay Hanson
Since 1995, I’ve helped clients implement active investment strategies to help accomplish…
Experience
Senior Vice President - Investment Officer, Financial Advisor
Sep 2013 — Present · Defiance, OH, US
419 5th Street, Suite 1010 / Defiance, OH 43••••••••00w /(41••••••15c
Education
The Institute of Certified Bankers
Certified Retirement Services Professional (CRSP), Financial Solutions for Retirement
1999 — 2013
Ball State University - College of Business
MBA, Corporate Entrepreneurship
1992 — 1994
University of Toledo
BBA, Business - Info Systems Computer Networking
1988 — 1992
Skills
- Small Business
- 401k Rollovers
- 401k
- Strategic Planning
- Investments
- Securities
- Public Speaking
- Retirement Plan Consulting
- Customer Service
- Iras
- Investment Planning
- Qualified Retirement Plans
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Finance
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.